Tesla shares
Investment Thesis
TSLA presents a compelling long opportunity at $422.24 following the -4.75% pullback from recent highs, as rising global oil prices from Iran conflict are accelerating EV adoption worldwide. China sales momentum (+36% YoY in April) combined with global EV demand growth for the second consecutive month and high-level diplomatic engagement signal a fundamental shift favoring Tesla's core business recovery, while the stock maintains technical support above the critical $400 level.
Catalysts to Watch
Global EV registration data, China delivery numbers, oil price movements, robotaxi launch timeline, Canada EV quota implementation, Q2 earnings guidance
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Timeline
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